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If you’ve ever played the Game of Life board game, it becomes clear that compressed into the colorful path there are various stages of life.  Each stage holds its own major financial challenges as well as prospective profits in addition to surprises (new baby!) and forks in the road.  In the real world game of life, much is the same, but with sound financial planning th

As the largest proxy fight in history draws to a close, stock holders, employees, and retirees are expressing concerns about its outcome. 

Goals are one of the principal starting points of any financial plan.  It may seem like the idea of goal setting is reserved for life’s biggest adventures, but in reality having a different spectrum of goals, whether it be short term or long term, is crucial for keeping your finances and savings on track.  How do you ensure your financial goals become a reality in your lifetime?

The following is a message from Stone House Investment Management, LLC Director of Financial Planning/Senior Advisor/Partner, Robert J. Brown.

The old saying ‘failing to prepare is preparing to fail’ comes to mind when thinking about the importance of an emergency fund.  It’s not necessarily top of mind when payday arrives, however contributing to your emergency fund should feel as urgent as paying off monthly bills.

All of the various forms of life insurance – whole life, term life, variable life, universal life and the dozens of variations of each – can be distilled down to just two types: Term and Permanent.

Stone House Investment Management, LLC presents:

P&G RETIREMENT READINESS SEMINAR

Hosted by Kirk Lunger, Lead Advisor

Join our team in our Tunkhannock office for a 

- FREE SEMINAR -

Without fail as Tax Day approaches every year, the mind whirls while you check boxes and fill in numbers about everything you could have, should have, would have done to save more money on taxes.  Could you have saved more?  Invested better?  Been smarter at charitable giving?  Probably.

Vacation season is almost upon us and, for many Americans who haven’t traveled abroad in several years, their vacations have been years in planning.  However, even the best laid plans can quickly come unraveled if you don’t take some extra measures to ensure that your finances are protected before you leave on your trip.  

Remember your mid-twenties when retirement seemed like a lifetime away, and living paycheck to paycheck was not only the norm, but your reality.  ‘If only I knew then what I know now’ can be heard echoing throughout offices in banks around the country.